Healthpeak Properties
628 hedge funds and large institutions have $15.3B invested in Healthpeak Properties in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 238 increasing their positions, 252 reducing their positions, and 52 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
1.82% more ownership
Funds ownership: 632.51% → 634.33% (+1.8%)
4% more capital invested
Capital invested by funds: $14.7B → $15.3B (+$620M)
4% less call options, than puts
Call options by funds: $41.9M | Put options by funds: $43.7M
6% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 252
3% less funds holding
Funds holding: 646 → 628 (-18)
25% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$359M |
| 2 |
JP Morgan Chase
New York
|
+$280M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$133M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$97.8M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$124M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$70M |
| 3 |
Morgan Stanley
New York
|
-$59.3M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$48.2M |
| 5 |
ACM
Adelante Capital Management
Alameda,
California
|
-$47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
676
Simplex Trading
Chicago,
Illinois
| – | -$68.6K | -1,983 | Closed |
|
|
FANJ
677
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -180 | Closed |
|
|
HA
678
Harfst & Associates
Sheridan,
Wyoming
| – | -$5K | -165 | Closed |
|
|
BRWM
679
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$3K | -112 | Closed |
|
|
RCG
680
Ruggie Capital Group
Tavares,
Florida
| – | -$3K | -90 | Closed |
|
|
BAM
681
Bruderman Asset Management
Locust Valley,
New York
| – | -$2K | -47 | Closed |
|
|
MUS
682
Mitsubishi UFJ Securities
Tokyo,
Japan
| – | -$1K | -44 | Closed |
|
DOC Hedge Fund Activity: Q3 2015 in Review
628 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2015, worth a combined $15.3B — up 4.2% from $14.7B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of DOC and 39 opened new positions — a net loss of 13 holders — while 252 trimmed existing stakes and 238 added.
The largest buyer was Cohen & Steers, adding an estimated $359M. The largest seller was Capital Research Global Investors, cutting an estimated $124M.
- 628 institutional investors held Healthpeak Properties (DOC) as of Q3 2015, down from 646 in Q2 2015.
- Funds reported $15.3B of Healthpeak Properties stock for Q3 2015, up 4.2% quarter-over-quarter.
- 39 funds opened new Healthpeak Properties positions in Q3 2015 and 52 closed out, a net change of -13 holders.
- The largest Healthpeak Properties buyer in Q3 2015 was Cohen & Steers, an estimated $359M added.
- The largest Healthpeak Properties seller in Q3 2015 was Capital Research Global Investors, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2015.